TWP

Tower Wealth Partners Portfolio holdings

AUM $169M
1-Year Est. Return 11.2%
This Quarter Est. Return
1 Year Est. Return
+11.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$98.7M
AUM Growth
+$3.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$696K
2 +$622K
3 +$432K
4
UPS icon
United Parcel Service
UPS
+$349K
5
ADP icon
Automatic Data Processing
ADP
+$245K

Top Sells

1 +$1.05M
2 +$724K
3 +$382K
4
MDT icon
Medtronic
MDT
+$232K
5
MMM icon
3M
MMM
+$225K

Sector Composition

1 Technology 4.04%
2 Consumer Discretionary 2.93%
3 Utilities 2.05%
4 Energy 1.8%
5 Financials 1.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-1,849
52
-1,537
53
-3,755